IntellPro partners with clients to tailor our platform to your needs. From custom research templates to AI-driven prompts, IntellPro helps you navigate the rapidly evolving world of artificial intelligence, unlocking your firm’s full potential.
IntellPro is your AI technology partner.
We invest 1 to 3 months at the start of our relationship to customize the platform to fit your team’s workflow.
Unify your team’s most-used tools under one platform, enhancing collaboration and streamlining workflows.
Take notes, manage tasks, and organize content within a secure platform designed to turn knowledge into actionable insights.
Our white-glove service and intuitive, user-friendly interface ensure a smooth onboarding experience.
Configurable templates provide consistency and transparency, giving leadership a real-time, 360-degree view of activities and outcomes.
Seamless Integration with Your Technology & Workflows
IntellPro integrates directly with your firm’s Microsoft ecosystem, including SharePoint, Outlook, Teams, and more. We also support Slack and third-party data providers like Bloomberg.
Our platform ingests content in real time, passing it through a data cleansing and analytics pipeline. It automatically identifies critical details, such as stock tickers, company names, authors, publishers, and topics. We customize this process to meet your needs during onboarding.
IntellPro normalizes ingested content, giving you a single, searchable view of everything—from files to emails, messages, data, and beyond.
Everything you need to know about getting started with IntellPro.
IntellPro is designed to keep your information secure, confidential, and always under your control.
IntellPro is SOC 2 Type I & II certified under AICPA standards to ensure security, confidentiality, and availability.
Your data is securely encrypted in transit and at rest, following industry best practices.
IntellPro will never use your confidential information for any purpose other than serving your business.
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